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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,249 | $52,884+42.3% | $84,753-11.2% | $55,167+36.4% |
| Participation rate | 41.3% | 67.5%-26.2pp | 76.6%-35.2pp | 69.0%-27.6pp |
| Annual return | 11.51% | 18.03%-6.5pp | 22.78%-11.3pp | 169.23%-157.7pp |
| Employer contribution / active EE | $180 | $2,233-91.9% | $3,574-95.0% | $1,963-90.8% |
| Participant deferral / active EE | $2,193 | $2,644-17.0% | $3,712-40.9% | $3,054-28.2% |
| Admin fee / account holder | $4,576 | $581+688.1% | $5,333-14.2% | $504+808.2% |